Herr Capital Management

Herr Capital Management has partnered with clients for over 31 years. The Chicago independent financial services firm serves high-net-worth individuals, families, and businesses with personalized financial planning and wealth management solutions. As fiduciaries, its advisors help clients define their circumstances and goals, then develop financial plans and investment portfolios aligned with their needs and objectives. The firm provides guidance for protecting, preserving, and growing wealth, while developing, monitoring, and updating strategies. Its team-based approach brings multiple advisors together, with research and consultation with outside experts when needed. Managing Partner Terrence Herr is a CERTIFIED FINANCIAL PLANNER professional and provides guidance on financial and investment plans. Herr Capital Management also offers resources for financial decision-making and schedules calls for prospective and current clients.